What are the responsibilities and job description for the Financial Operations Specialist position at TalentBridge?
TalentBridge is seeking a skilled Financial Operations Specialist to join our fast-paced team. As a key point of contact for clients, you will manage various requests and inquiries within the financial services space.
Key Responsibilities:
- Act as a primary point of contact for clients, ensuring timely and accurate resolution of their brokerage needs.
- Collaborate with your supervisor to address complex issues and maintain exceptional client satisfaction.
- Identify opportunities to optimize internal processes, streamlining operations for maximum efficiency.
- Provide support on moderately complex tasks, resolving client issues accurately and efficiently.
- Liaise with internal teams to facilitate communication and gather necessary information to support clients.
Required Skills and Qualifications:
- 2 years of experience in client-facing roles, preferably in the financial services or brokerage industry.
- Demonstrated ability to handle multiple tasks simultaneously while maintaining a high standard of service.
- Comfortable working independently while also being a collaborative team player.
- Strong problem-solving skills with a focus on process improvement.
- Excellent communication skills, both written and verbal, with the ability to handle client interactions professionally.
